Goelzer Investment Management, Inc.
CARMEL IN · SEC CIK 0001550057
$20.68亿2026Q1 申报市值
297持仓数
51.0%前十大占比 · 第一大 24.0%
30 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$821.88万
VLO 加仓+$628.52万
IVV 加仓+$511.53万
MCD 加仓+$373.63万
NVDA 加仓+$271.91万
2026Q1 卖出最多 按季末市值估算
ACWX 减仓-$2,039.21万
SLYV 减仓-$832.43万
AZN 清仓-$758.76万
FMAO 减仓-$401.63万
ETR 减仓-$400.16万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $64.96万 | 0.03% | 1,664 | -10 | -0.6% | -$3,904 | 减仓 |
| GPC | GENUINE PARTS CO | $67.94万 | 0.03% | 6,425 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $68.13万 | 0.03% | 9,163 | 9,163 | — | $68.13万 | 新建仓 |
| ALL | ALLSTATE CORP | $68.42万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $68.76万 | 0.03% | 1,650 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $69.26万 | 0.03% | 4,282 | 1,560 | 57.3% | $25.23万 | 加仓 |
| IGV | ISHARES TR | $69.46万 | 0.03% | 8,677 | 2,207 | 34.1% | $17.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.25万 | 0.03% | 3,507 | -592 | -14.4% | -$12.03万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $71.98万 | 0.03% | 3,600 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $73.55万 | 0.04% | 13,607 | -6,881 | -33.6% | -$37.19万 | 减仓 |
| ZTS | ZOETIS INC | $74.43万 | 0.04% | 6,296 | -14,340 | -69.5% | -$169.52万 | 减仓 |
| EMR | EMERSON ELEC CO | $75.61万 | 0.04% | 5,771 | -1,399 | -19.5% | -$18.33万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $75.98万 | 0.04% | 2,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $76.31万 | 0.04% | 3,321 | -100 | -2.9% | -$2.30万 | 减仓 |
| CB | CHUBB LTD SWITZ | $76.63万 | 0.04% | 2,351 | 418 | 21.6% | $13.62万 | 加仓 |
| DBEF | DBX ETF TR | $77.68万 | 0.04% | 15,724 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $78.20万 | 0.04% | 17,262 | 5,000 | 40.8% | $22.65万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $78.46万 | 0.04% | 6,270 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $79.26万 | 0.04% | 3,876 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $79.27万 | 0.04% | 5,458 | -120 | -2.2% | -$1.74万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $79.41万 | 0.04% | 12,655 | -22,393 | -63.9% | -$140.52万 | 减仓 |
| IEMG | ISHARES INC | $80.60万 | 0.04% | 11,556 | 7,569 | 189.8% | $52.79万 | 加仓 |
| MS | MORGAN STANLEY | $80.92万 | 0.04% | 4,917 | -8 | -0.2% | -$1,317 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.53万 | 0.04% | 2,442 | -16 | -0.7% | -$5,407 | 减仓 |
| ADSK | AUTODESK INC | $87.93万 | 0.04% | 3,673 | -49 | -1.3% | -$1.17万 | 减仓 |
| MCO | MOODYS CORP | $88.47万 | 0.04% | 2,028 | 2,028 | — | $88.47万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $88.77万 | 0.04% | 4,086 | -378 | -8.5% | -$8.21万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $90.09万 | 0.04% | 18,248 | 3,605 | 24.6% | $17.80万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $91.29万 | 0.04% | 5,066 | -60 | -1.2% | -$1.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $91.48万 | 0.04% | 1,585 | -291 | -15.5% | -$16.80万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $91.53万 | 0.04% | 12,430 | -7,083 | -36.3% | -$52.16万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $99.11万 | 0.05% | 9,653 | 294 | 3.1% | $3.02万 | 加仓 |
| INTU | INTUIT | $102.17万 | 0.05% | 2,363 | 160 | 7.3% | $6.92万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $103.35万 | 0.05% | 9,422 | -200 | -2.1% | -$2.19万 | 减仓 |
| VEEV | VEEVA SYS INC | $105.01万 | 0.05% | 5,978 | -1,000 | -14.3% | -$17.57万 | 减仓 |
| VGT | VANGUARD WORLD FD | $109.11万 | 0.05% | 1,564 | -4 | -0.3% | -$2,791 | 减仓 |
| SLB | SLB LIMITED | $111.35万 | 0.05% | 21,669 | -5,089 | -19.0% | -$26.15万 | 减仓 |
| IEFA | ISHARES TR | $111.55万 | 0.05% | 12,322 | 6,245 | 102.8% | $56.54万 | 加仓 |
| AGZ | ISHARES TR | $111.82万 | 0.05% | 10,192 | 758 | 8.0% | $8.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $113.04万 | 0.05% | 5,702 | 283 | 5.2% | $5.61万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $116.36万 | 0.06% | 8,756 | 4,310 | 96.9% | $57.28万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $116.78万 | 0.06% | 15,151 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $116.95万 | 0.06% | 7,950 | 730 | 10.1% | $10.74万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $119.95万 | 0.06% | 7,223 | 1,406 | 24.2% | $23.35万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $120.13万 | 0.06% | 19,610 | 345 | 1.8% | $2.11万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $124.45万 | 0.06% | 6,737 | 6,737 | — | $124.45万 | 新建仓 |
| QUAL | ISHARES TR | $124.93万 | 0.06% | 6,513 | 2,575 | 65.4% | $49.39万 | 加仓 |
| EVRG | EVERGY INC | $124.96万 | 0.06% | 15,254 | 454 | 3.1% | $3.72万 | 加仓 |
| KR | KROGER CO | $127.30万 | 0.06% | 17,592 | 212 | 1.2% | $1.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $127.68万 | 0.06% | 2,137 | 310 | 17.0% | $18.52万 | 加仓 |
| CSX | CSX CORP | $130.60万 | 0.06% | 31,815 | -668 | -2.1% | -$2.74万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $134.78万 | 0.07% | 9,967 | 1,165 | 13.2% | $15.75万 | 加仓 |
| MO | ALTRIA GROUP INC | $136.51万 | 0.07% | 20,687 | 20,687 | — | $136.51万 | 新建仓 |
| TLT | ISHARES TR | $145.25万 | 0.07% | 16,755 | 116 | 0.7% | $1.01万 | 加仓 |
| — | COTERRA ENERGY INC | $152.54万 | 0.07% | 43,408 | 758 | 1.8% | $2.66万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $152.58万 | 0.07% | 29,930 | -51,839 | -63.4% | -$264.28万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $154.19万 | 0.07% | 5,267 | 4,235 | 410.4% | $123.98万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $155.27万 | 0.08% | 20,634 | -656 | -3.1% | -$4.94万 | 减仓 |
| NFLX | NETFLIX INC. | $156.10万 | 0.08% | 16,235 | -1,071 | -6.2% | -$10.30万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $158.18万 | 0.08% | 3,645 | 3,645 | — | $158.18万 | 新建仓 |
| FTNT | FORTINET INC | $161.58万 | 0.08% | 19,772 | 19,772 | — | $161.58万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $173.53万 | 0.08% | 5,409 | 125 | 2.4% | $4.01万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $177.86万 | 0.09% | 5,153 | 3,336 | 183.6% | $115.14万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $180.90万 | 0.09% | 19,298 | 30 | 0.2% | $2,812 | 加仓 |
| CMI | CUMMINS INC | $182.07万 | 0.09% | 3,384 | 92 | 2.8% | $4.95万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $187.19万 | 0.09% | 55,829 | 822 | 1.5% | $2.76万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $187.53万 | 0.09% | 6,534 | 750 | 13.0% | $21.52万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $187.62万 | 0.09% | 33,319 | 145 | 0.4% | $8,165 | 加仓 |
| NEE | NEXTERA ENERGY INC | $189.46万 | 0.09% | 20,398 | -271 | -1.3% | -$2.52万 | 减仓 |
| BPOP | POPULAR INC | $190.29万 | 0.09% | 14,183 | 14,183 | — | $190.29万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $192.13万 | 0.09% | 11,266 | 6,789 | 151.6% | $115.78万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $192.17万 | 0.09% | 9,094 | 9,094 | — | $192.17万 | 新建仓 |
| IJS | ISHARES TR | $194.35万 | 0.09% | 16,408 | -1,494 | -8.3% | -$17.70万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $197.68万 | 0.10% | 12,044 | 12,044 | — | $197.68万 | 新建仓 |
| UNM | UNUM GROUP | $200.98万 | 0.10% | 27,521 | 43 | 0.2% | $3,140 | 加仓 |
| IWS | ISHARES TR | $209.01万 | 0.10% | 14,341 | -160 | -1.1% | -$2.33万 | 减仓 |
| MPC | MARATHON PETE CORP | $215.71万 | 0.10% | 8,834 | 4,819 | 120.0% | $117.67万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $218.55万 | 0.11% | 11,022 | -6,167 | -35.9% | -$122.28万 | 减仓 |
| TSLA | TESLA INC | $223.16万 | 0.11% | 6,003 | -557 | -8.5% | -$20.71万 | 减仓 |
| EMN | EASTMAN CHEM CO | $231.96万 | 0.11% | 30,393 | -271 | -0.9% | -$2.07万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $234.29万 | 0.11% | 5,272 | 5,272 | — | $234.29万 | 新建仓 |
| IWR | ISHARES TR | $235.00万 | 0.11% | 24,169 | -596 | -2.4% | -$5.79万 | 减仓 |
| VB | VANGUARD INDEX FDS | $247.88万 | 0.12% | 9,464 | -490 | -4.9% | -$12.83万 | 减仓 |
| EFA | ISHARES TR | $251.96万 | 0.12% | 25,940 | 5,515 | 27.0% | $53.57万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $256.50万 | 0.12% | 7,473 | -78 | -1.0% | -$2.68万 | 减仓 |
| VO | VANGUARD INDEX FDS | $262.68万 | 0.13% | 9,147 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $264.36万 | 0.13% | 7,422 | 7,422 | — | $264.36万 | 新建仓 |
| APTV | APTIV PLC | $268.32万 | 0.13% | 38,641 | 26 | 0.1% | $1,805 | 加仓 |
| DIS | DISNEY WALT CO | $314.00万 | 0.15% | 32,579 | 1,530 | 4.9% | $14.75万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $317.71万 | 0.15% | 54,051 | -22,649 | -29.5% | -$133.13万 | 减仓 |
| IWF | ISHARES TR | $338.26万 | 0.16% | 7,933 | 5 | 0.1% | $2,132 | 加仓 |
| LRCX | LAM RESEARCH CORP | $340.85万 | 0.16% | 15,953 | -111 | -0.7% | -$2.37万 | 减仓 |
| BLK | BLACKROCK INC | $343.43万 | 0.17% | 3,571 | 80 | 2.3% | $7.69万 | 加仓 |
| SGOV | ISHARES TR | $344.70万 | 0.17% | 34,244 | 19,197 | 127.6% | $193.23万 | 加仓 |
| TMUS | T-MOBILE US INC | $350.08万 | 0.17% | 16,668 | 1,585 | 10.5% | $33.29万 | 加仓 |
| SBUX | STARBUCKS CORP | $353.69万 | 0.17% | 39,479 | -44 | -0.1% | -$3,942 | 减仓 |
| EOG | EOG RES INC | $353.77万 | 0.17% | 24,470 | 825 | 3.5% | $11.93万 | 加仓 |
| EQIX | EQUINIX INC | $365.24万 | 0.18% | 3,726 | 195 | 5.5% | $19.11万 | 加仓 |
| GOOGL | ALPHABET INC | $387.18万 | 0.19% | 13,464 | 998 | 8.0% | $28.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $397.91万 | 0.19% | 42,340 | 424 | 1.0% | $3.98万 | 加仓 |